ARISTOTLE ATLANTIC PARTNERS, LLC

50 Central Avenue
Suite 750
Sarasota, Florida 34236
Tel: 212-652-4150

About ARISTOTLE ATLANTIC PARTNERS, LLC

ARISTOTLE ATLANTIC PARTNERS, LLC, formally registered with the SEC as ARISTOTLE ATLANTIC PARTNERS, LLC. The firm was established in 10/26/2016. They have over 3 offices throughout the country.

ARISTOTLE ATLANTIC PARTNERS, LLC is a Sarasota, Florida based Financial Planning firm with nearly $2,883,460,088 assets under management, offering retirement planning & investment advisory services to 308 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285721
SEC#	801-108579
Assets Managed by Firm	$2,883,460,088
No. of Clients	308
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	308	$2,883,460,088
Individuals (other than high net worth individuals)	276	$329,021,655
Pension and profit sharing plans	3	$882,715,029
Charitable organizations	9	$245,094,729
Corporations or other businesses	15	$28,082,472

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